Investment Q&A

Q: Could you please give me your top five dividend aristocrats. Thank you

Q: In a world where indebted dividend-payers are being stressed by higher rates, how would you rank the following Canadian companies in terms of the sustainability of their dividend?

RY, TD, BMO, BNS, SRU.UN, FCR.UN, BCE, Telus, FTS, EMA, BEP.UN, BIP.UN, ALA, ENB, TRP, PPL, GEI

Q: Several analysts during the last couple of weeks recommended on BNN either sell or don't buy TRP.
Can you please comment whether, in your opinion, TRP is a hold or sell ?
Will you recommend averaging down at this level ?
Will also appreciate any comments on the sustainability of the dividend.
Looking at the insider buying/selling information of my discount broker I do not see any substantial ownership by senior management. Can you confirm this ?
Please deduct as many credits as necessary.
Thanks

Q: TRP or ENB and why?

Q: Could you comment as to who is the owner of the Coastal Gaslink Pipeline and which companies should benefit the most when the pipeline is complete. Also which company owns the LNG terminal that will ship the liquified gas to offshore destinations. When is the projected date of the first shipment from the LNG terminal. Thanks

Q: Lots of insider buying Does your screens show that as well?

Thx

Q: These are my wife's holdings in her non-registered account. Held these for very long time. EMP.A I bought for her maybe 5 years ago when down a lot. Sitting on a fair bit of cash. Thinking of adding to banks at some point (recession?) or adding BCE and EIF? T is small holding at 2000 shs. Comments/suggestions please. Oh, own ETF ZUE for quite a while also. RRSP has other banks +++

Q: If you had $20,000 to invest today for and Income with some growth investor in an otherwise well diversified portfolio, what would you pick or just add to?

Q: Good Morning
My discount broker shows the Price/Cash Flow for TRP as 13.5
Morningstar shows the Price/Cash Flow for TRP as 8.80

Can you please let me know who is right ?
Thanks

Q: Hello 5i Team,
I am looking at adding another dividend name to my RRSP portfolio. I already own ENB, TRP, and PPL in the energy infrastructure space, and am thinking of starting a position in Williams Companies. It has a lower yield than the other three at present, but how does it compare in terms of valuation (P/E, debt ratios, etc.) Is it a "safer" investment than the other three? Given that it's nearly impossible to build a new pipeline in Canada anymore, does it have a better future?
Much appreciated,
Brian

Q: The above are my overweighted energy holdings. Can you please prioritize them as I have to reduce my weighting. Is there any I should exit. Again Thanks in advance.

Q: For a retired investor seeking stable dividends and some growth, how would you rank these companies if one had $100,000 to invest? Are there other companies you would recommend and how would they fit into the rankings?. Current portfolio is quite well diversified, so sector is not an issue. Thank you, Ian

Q: I have owned these stocks for over 13 yrs incl. T, JNJ & IGM - added quite a while ago. The last 4 added last 2 years. Sitting on cash build up wondering what to do - ie. buy? Add to; ENB, GRT.UN, , GSY or ? I am 74 YY. I own in my RIF: ALA, FTS, RNW, RY, SLF, TD, RYNWH.UN and ETF ZHY. My Non- Registered account portfolio- first listed stocks represent, by far the largest portion of my investments.

Q: I have a small gain on AQN, Would consider a good move to switch to TRP. I am not adverse to risk.
Thanks

Q: This seems like an ideal entry point for these stocks.!
On May 4/23 you were asked to rank the above by expected Total Return and Dividend Safety.

1. How would you rank them today?
2. Looking forward what are the key points that would support your rankings for total return?
3.What are their projections for dividend increases and which if any seem to be over-reaches?
4.What are their projected Debt vs Cash Flow metrics?

Thank you, Hugh

Q: I sold TRP today at basically a break even price because I do not want to wait out the final outcome of their recent split up plan and to see how their debt is allocated etc. I was in the stock for long term income given I am recently retired. It will be hard to find an equivalent yield, given capital preservation is a prime objective along with the income. TRP was held in a non registered account for tax advantaged dividend income.

With long term capital preservation a goal along with income generation, and that I hold all of the above listed companies already in appropriate proportions and don't wish to add to them or their sectors (no more utilities, financials or telecoms) what other Canadian blue chip dividend companies would you consider for long term hold with decent dividends for income? I also already have enough allocated to bonds, GIC's and cash accounts so I'm not considering these assets either.

Manageable debt levels and ability to maintain dividend growth, hopefully at the rate of inflation or higher is the main criteria I would hope to have in replacing TRP for the long haul. Thank you for your valued insight in giving me suggestions to look at.

Q: I can't fully understand the current sell-off and downgrades of TRP. I understand the selling of assets as a bit of a disappointment, and perhaps the split creates a bit of uncertainty (?) For a long term dividend investor though, is a near-8% dividend not a great opportunity? It appears that there is a lot of insider selling, is that correct?

Q: "TC Energy intends that the initial combined dividends of the two companies will be equivalent to TC Energy’s annual dividend immediately prior to the completion of the Transaction, and that over time the combined value of the two companies’ dividends is expected to remain consistent. Dividends will be at the discretion of the respective boards of directors of each company following the Transaction."
Does that mean they will split the dividend? e.g. old dividend 8%. New dividend 4% each company?

Q: WHEN TC ENERGY SPLITS ITS SHARES, WHICH STOCK AND COMPANY DO YOU KEEP?

Q: I have a 5% holding of TRP in my income orientated non registered account , now at a 10% loss. I have a tendency to hold on to declining stocks for too long. Spin outs complicate my fairly
concentrated portfolio used to fund my retirement. What do you expect share price reaction to be over the period until spin out ? Any ideas on replacement ? I want to stay away from energy infrastructure and already own BEPC.
Thanks. Derek